Perpetual Trustee

Over $50 M is available each year for not for profit organisations.

 

Perpetual Trustee

 

About

Thanks to the generosity of our philanthropic clients, Perpetual is able to distribute more than $50 million each year on behalf of the charitable trusts that we manage. Non-profit organisations have the opportunity to apply for grants from those trusts through our annual funding rounds.

 

Objectives

As a trustee it is our duty to ensure the funds from the charitable trusts and foundations we manage are distributed according to the terms of the founding document, e.g. a will or trust deed. In most cases, restrictions are placed on the trustee to provide funds:

    • to a specific type of organisation
    • for a specific cause or purpose
    • to a specific geographical area.

You do not need to direct your organisation’s application to a specific trust.

As part of our assessment process, we will match your organisation to all appropriate trusts and foundations.

 

Eligible Projects

Past funding has been provided for a wide range of projects at different developmental stages including pilot and existing projects and support for early career researchers.

Perpetual’s trusts and foundations recognise that for organisations to achieve their objectives, funds may need to be directed towards operational costs which are not necessarily project-specific.

The following will not be considered for funding:

    • deficit funding requests eg, funding of past activities, loan repayments, operational deficits
    • retrospective funding, meaning support for activities that have already taken place
    • fundraising appeals (excluding capital appeals)
    • funding direct to individuals

 

Eligible Applicants

To be eligible for Perpetual Trustee funding from all trusts and foundations that are managed by Perpetual, your organisation must have at least one of the following:

    • Australian Taxation Office Tax Concession Charity (TCC) endorsement
    • Australian Taxation Office Deductible Gift Recipient (DGR) endorsement and is covered by Item 1 of the table in section 30-15 of the Income Tax Assessment Act 1997.

Organisations may submit three applications in total, with no more than one application in any given state or territory.

Universities, hospitals, and medical research institutions may submit one application per department, up to a maximum of three applications per organisation.

International organisations may submit three applications in total provided each application relates to a different activity.

Only applications made using the Perpetual Trustee online form (accessed at the Perpetual Funding Round page) will be accepted.

 

Funding

Perpetual is able to distribute more than $50 million each year on behalf of the charitable trusts that we manage.

 

Timing

Applications close: Friday 13 December 2013.

 

Expert Assistance

Writing a good quality grant application is a critical element in the application process. An application needs to be well thought through, written concisely, have clear objectives and purpose, and show clear links to the objectives of the grant guidelines.

The grant application must answer all questions, provide all required information and respond to the merit criteria. It should also reflect your organisation’s business strategy.

Writing a good application takes time and effort, and requires particular writing skills.

Bulletpoint are expert grant consultants and can assist with all aspects of grant preparation.

Call us on (03) 9005 6789 or email to discuss further.

We have significant experience in applying for grants. Typical areas where we can be of assistance include:

    • Demonstrating the identified need;
    • Highlighting the relevance to current government policies and priorities;
    • Complete the Project Plan and Budget Projections;
    • Identify Outcomes that are measurable;
    • Detail the applicant organisation’s experience or expertise in undertaking the project/s;
    • Calculating the value for money; and
    • Demonstrating capacity to deliver quality outcomes

 

Additional Information

2017-02-09T17:12:47+00:00October 21st, 2013|